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Clinical Social Worker Template

**EH Palliative Care Template SW**

A professional Clinical Social Worker template for healthcare professionals.
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Specialty

Clinical Social Worker

Used

9 times

Type

Note

Last edited

12/08/2025

Created by

Danielle Obey

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About this template

Need to document palliative care consultations? This **Palliative Care Template** is designed for clinical social workers and other palliative care specialists. It helps you create detailed notes covering the patient's history, hospital course, palliative plan, and social, spiritual, and ethical considerations. With Heidi, this template can be quickly populated from your visit transcript, saving you time and ensuring comprehensive documentation. Capture all the important details of your patient's care, including advance care planning and end-of-life discussions. This template is perfect for creating thorough and accurate records, with the date automatically set to 1 November 2024.

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Narrative/Interval History: Palliative care is consulted in the setting of chronic pain and end-of-life care needs as well as assistance with symptom management, advance care planning needs, and goals of care discussions in the context of serious illness. 1. Present at consultation: With express permission, the palliative care team met to review goals of care and advance care planning today with patient, family members. 2. Hospital Course: Palliative care is consulted in the setting of chronic pain and end-of-life care needs as well as advance care planning and goals of care discussions in the context of serious illness. Patient reports chronic back pain for the last 6 months, rated 7/10, worse with activity, and relieved with rest. Previous treatments include physical therapy and over-the-counter pain relievers, with limited relief. Impact on daily activities includes difficulty sleeping and reduced mobility. Palliative Plan Home with hospice. Structure & Processes of Care Patient education on pain management strategies and importance of adherence to treatment plans. Any discussion or information regarding introducing hospice, hospice at home, GIP hospice inpatient, GIP hospice house, routine-level hospice care at home or in a facility, comfort measures, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Physical Aspects of Care Assessment, including the likely diagnosis and rationale based on subjective and objective findings (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Differential diagnosis (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Investigations planned (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Medical treatment planned, including details such as medications, dosage, expected outcomes, potential side effects, considerations for opioid management if applicable, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Non-pharmacological interventions, including physical therapy, occupational therapy, speech therapy, outpatient therapy, psychological interventions (e.g., CBT for depression management), acupuncture, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Interventional procedures considered, such as nerve blocks, epidural injections, radiofrequency ablation, etc., with expected outcomes and potential risks (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Lifestyle modifications, including activity modification, ergonomic adjustments, diet and exercise recommendations related to depression management (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Mention any referrals (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Follow-up appointments, including the expected timeline for review, monitoring response to treatment, adjustment of management plans, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Psychiatric Aspects of Care Assessment, including the likely diagnosis and rationale based on subjective and objective findings for psychiatric conditions (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Medical treatment planned for psychiatric conditions, including details such as medications, dosage, expected outcomes, potential side effects, considerations for opioid management if applicable, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Non-pharmacological interventions for psychiatric conditions including physical therapy, occupational therapy, speech therapy, outpatient therapy, psychological interventions (e.g., CBT for depression management), acupuncture, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Lifestyle modifications related to psychiatric conditions, including activity modification, ergonomic adjustments, diet and exercise recommendations related to depression management (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Mention any referrals related to psychiatric conditions (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Follow-up appointments for psychiatric conditions including the expected timeline for review, monitoring response to treatment, adjustment of management plans, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Social Aspects of Care: Social history, focusing on lifestyle factors, support systems, coping mechanisms, history of substance use or abuse, hobbies, housing, living situation, occupation, military service or history, number of children, grandchildren, great-grandchildren, marital status, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Dietary history, assessing intake related to pain management or conditions influencing pain (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Environmental and occupational history, including any factors that may exacerbate or relieve pain, ergonomic considerations (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Detailed history of patient or family understanding of disease, illness trajectory or prognosis based on information shared by providers, clinicians, specialists, primary care, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Focus on discussion about life meaning, strengths, challenges, peace, connection, future events looking forward to, hope for the future, who is important in life and why, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Spiritual Aspects of Care: Spiritual history, focusing on religion, faith, spirituality, importance of spirituality in decision making, church attended, denomination, and how it relates to medical decision making, no blood products for Jehovah’s Witness, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Cultural Aspects of Care: Any discussion or information regarding cultural differences, rituals of culture, background beliefs, values that impact healthcare experiences, how they want their care provided, language barriers, traditional healers, gender roles, non-verbal communication, tribal leaders, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Care of the Imminently Dying: Any discussion or information regarding vigil sitting with a person with only short minutes/hours/days prognosis, terminal weaning from a ventilator and what to expect, education regarding final hours of life symptoms, comfort cart, bereavement counseling, grief, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Ethical & Legal Aspects of Care: Any discussion or information regarding code status including DNR, full code, limited or partial code, intubation, and information regarding POLST or Portable DNR, allow natural death, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Any discussion or information regarding advance directives, healthcare proxy or proxies, living will wish, power of attorney for healthcare, nominated decision makes, artificial nutrition or hydration, no life sustaining measures, heroic measures, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Any discussion or information regarding ethical issues including conflict of interest in decision making, lack of health care proxy, physical, emotional, or financial abuse, BEAS or other government agency reporting history, etc. (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Consent for the use of AI-assisted tools for documentation was obtained from the patient and all other participants in the visit prior to this encounter. All questions were answered. Patient understands that they may decline the use of AI-assisted tools.

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